Creating MyInsights Pages Using MyInsights Studio

The home page displays all the MyInsights pages created by users in the org. Users can create pages from the home page. When creating a page, users must define the page properties, including the Page Name and Page Type. When deployed, MyInsights Studio-generated content matches the UI styling of the supported platform in which it is displayed.

The Remote_Meeting_vod record type is not supported for creating pages.

Only pages created in MyInsights Studio can be edited in MyInsights Studio.

To create a page:

  1. Select New Page from the home page.

  2. Enter a name in the Page Name field. The Page Name displays in the Sunrise bar tab for the deployed page. The Page Name can be updated when the page is deployed.

  3. Add a Description to help identify the page. This step is optional.

  4. Select a Page Type from the drop-down list. The page type represents a group of MyInsights entry points. See MyInsights Platforms for the list of available entry points. A Page Type is available to select if the user has access to at least one of the associated record types and has OLS permission to the object that is required for preview. Users select a different record type (within the Page Type selected here) before deploying the page.

    Ensure content creators have access to the appropriate object tabs for preview records. To create a preview record, content creators must have access to the record's object tab.

  5. Enter a value for the test record of the relevant object. This field displays dynamically depending on the selected page type.

  6. Select OK.

On the edit page, users can add and preview data for the page. See Adding Data for MyInsights Pages for more information.

Content creators can preview a MyInsights page to see how it displays when deployed in Veeva CRM iPad, iPhone, or in a supported internet browser. MyInsights Studio-generated content matches the UI styling of the supported platform in which it is displayed.

To preview content:

  1. Log into MyInsights Studio.

  2. Select the content you want to preview.

  3. Select the Layout tab.

  4. Select the Preview tab.

  5. Select App or Browser from the Platform drop down to preview content as it displays in the selected platform with the appropriate UI styling.